OrderWise Integration Setup Guide

This guide explains how to connect your OrderWise account to Helm, enabling automated order import, real-time inventory synchronisation, centralised fulfilment, and streamlined operations so you can manage OrderWise alongside other sales channels from a single interface.

Last updated 4 months ago

What is OrderWise

OrderWise is a UK-based ERP and warehouse management platform that helps retailers and wholesalers manage orders, inventory, fulfilment, and logistics. By integrating OrderWise with Helm, you can automate order imports, synchronise stock levels, streamline despatch workflows, and maintain accurate inventory across multiple channels.

PROS ✅

CONS ❌

Centralised order management across multiple sales channels.

Requires a valid OrderWise API account and credentials.

Real-time inventory synchronisation between OrderWise and Helm.

SKUs must match across OrderWise and Helm for accurate synchronisation.

Supports warehouse management, dispatch automation, and multi-channel fulfilment.

Advanced features may require additional setup or mapping within OrderWise.

Reduces overselling and manual order entry errors.

Step-by-Step Setup

Step 1 — Start the OrderWise integration in Helm

  1. Log in to your Helm account.

  2. Navigate to Settings → Sales Channels.

  3. Click Add New Channel, search for OrderWise, and select Add / Install.

Note: You must have an active OrderWise account with API access enabled.

Step 2: Obtain and Enter Your Credentials

OrderWise will provide the credentials required for integration. In Helm, fill out the following fields with the details provided:

  • Name – Assign a clear label (e.g., OrderWise Integration).

  • Service URL – Enter the API endpoint URL provided by OrderWise (e.g., https://api.orderwise.com).

  • Username – Paste the Username provided by OrderWise.

  • Password – Paste the Password provided by OrderWise.

Ensure credentials are copied exactly as provided to avoid connection issues.

Optional configuration tabs include:

Adjust these parameters in accordance with your business protocols.

  • Credentials – Choose any additional configuration settings to tailor the integration to your operational requirements.

  • Settings – Select the warehouse from which goods will be despatched for this integration and select any additional settings you may require.

  • Stock Control – Enable Auto Sync Stock to maintain inventory parity.

  • Brand – Configure your Company Information for this sales channel; by default, details from General Settings will be used.

  • Commercial Invoice – Set up Commercial Invoice Information specific to this channel, or retain those from General Settings.

  • Despatch Emails – Decide whether Helm should transmit order despatch emails with carrier tracking information; configure as required.

  • Feedback Emails – Elect to send order feedback emails; configure accordingly.

🔐 Credentials must correspond with those used to access your OrderWise account.

Step 3: Save and Activate

Click Submit (or Save) to store your credentials.

Helm will attempt to connect to OrderWise. On success, the channel will be active, and orders, stock, and fulfilment updates will begin synchronising automatically.

Completion

Your OrderWise channel is now fully integrated with Helm. Orders will import automatically, inventory levels will remain accurate, and fulfilment updates will synchronise in real time. This centralised integration ensures your operations are efficient, reduces manual errors, and provides a single point of control across all connected sales channels.